Searching for User Profiles

Objective

After completing this lesson, you will be able to locate user profiles.

The User Profile Search Process

You can create user profiles manually, by import, or using a connector. Regardless of how you create the profile, you can locate all accounts in User Administration. Once you create a profile, the historical data will remain even after termination.

Use the advanced filters to better locate user profiles; you can toggle between the Use Travel Advance Filters and the Use Expense Advance Filters options. The Expense Advance Filter lets you search for users by group and test user information.

The Search text field allows you to search for profiles using an employee’s name, email, login, and employee ID. The employee login, email, and employee ID are the most unique fields you can use. You can also use the percent sign "%" for wild card searching.

Search for a User Profile

To search for a user profile:

Steps

  1. Navigate to Company Admin> User Administration. Use the search field and filters to locate the user profile.

    User Administration page.
  2. Open the profile by selecting the user's name to make profile changes.

    User Administration page.
  3. Select the Login ID to see the 40 most recent logins based on IP address.

    User Administration page.
  4. Select edit profile to view Your Information and Travel Settings from the user's perspective. You'll need to use Proxy to view additional user settings.

Result

User Administration page.